First Horizon
377 hedge funds and large institutions have $3.07B invested in First Horizon in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 141 increasing their positions, 115 reducing their positions, and 71 closing their positions.
63% more call options, than puts
Call options by funds: $6.98M | Put options by funds: $4.28M
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
28% more capital invested
Capital invested by funds: $2.4B → $3.07B (+$663M)
23% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 115
4.07% more ownership
Funds ownership: 95.79% → 99.86% (+4.1%)
0% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 71
1% less funds holding
Funds holding: 381 → 377 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
+$42.7M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$35.2M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$24M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$21M |
| 5 |
Millennium Management
New York
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$60.4M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$19.8M |
| 3 |
Renaissance Technologies
New York
|
-$18M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$17.9M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
426
Alpha Windward
Westwood,
Massachusetts
| – | -$8K | -1,018 | Closed |
|
|
NFG
427
Next Financial Group
Houston,
Texas
| – | -$6K | -763 | Closed |
|
428
Group One Trading
Chicago,
Illinois
| – | -$5.45K | -600 | Closed |
|
|
WTC
429
WhitTier Trust Company
Reno,
Nevada
| – | -$4K | -538 | Closed |
|
|
MPWT
430
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$3K | -406 | Closed |
|
|
AP
431
Arlington Partners
Birmingham,
Alabama
| – | -$1K | -171 | Closed |
|
|
AIC
432
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$1K | -147 | Closed |
|
|
IA
433
IFP Advisors
Tampa,
Florida
| – | -$1.34K | -147 | -82% |
|
|
SFSIG
434
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$1K | -134 | Closed |
|
|
ST
435
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$1K | -125 | Closed |
|
|
CBT
436
Capital Bank & Trust
Irvine,
California
| – | -$1K | -96 | Closed |
|
|
PFGIA
437
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | +$427 | +47 | New |
|
|
HGWM
438
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | +$464 | +51 | New |
|
FHN Hedge Fund Activity: Q2 2020 in Review
377 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q2 2020, worth a combined $3.07B — up 28% from $2.4B a quarter earlier.
Fund positioning in FHN was balanced in Q2 2020: 71 funds opened new positions, 71 closed out, 141 added to existing stakes and 115 trimmed.
The largest buyer was Carlson Capital, adding an estimated $42.7M. The largest seller was Fidelity Investments, cutting an estimated $60.4M.
- 377 institutional investors held First Horizon (FHN) as of Q2 2020, down from 381 in Q1 2020.
- Funds reported $3.07B of First Horizon stock for Q2 2020, up 28% quarter-over-quarter.
- 71 funds opened new First Horizon positions in Q2 2020 and 71 closed out, a net change of 0 holders.
- The largest First Horizon buyer in Q2 2020 was Carlson Capital, an estimated $42.7M added.
- The largest First Horizon seller in Q2 2020 was Fidelity Investments, an estimated $60.4M sold.
Based on aggregated 13F filings for Q2 2020.